Tag Archives: Client Experience

#86 Become a Million-Dollar-Advisor with Dave Mullen

Client Experience, Client Experience & Loyalty, communicating your value, Creating Advocates, Education, Finance, Leadership, Marketing, Practice Management, Prospecting, Speaking, Top Advisors, , , , , , , , ,

Are you ready to become a million-dollar advisor, or are you already there wanting to push your success further? Discover the core strategies that separate high-performing financial advisors from the rest in our latest episode.

In this episode, Referral Coach Bill Cates interviews Dave Mullen, a veteran in developing top financial advisors, for an engaging discussion. With over 44 years of experience, Dave unravels insights backed by his bestselling books, such as “The Million Dollar Financial Advisor Team.”

Dave discusses: 

  • (05:40) Seven traits of successful advisors, from optimism to time management.
  • (09:31) The importance of client segmentation and how it increases productivity.
  • (15:42) Transitioning from client service to creating a client experience that builds trust.
  • (19:32) Crafting an unforgettable onboarding process for new clients.
  • (24:30) Mastering the art of gaining referrals through a structured, strategic approach.
  • …And more!

With practical advice and proven strategies, this episode is a must-listen for financial advisors aiming for excellence. For more insights and processes, visit Altius Learning and unleash the full potential of your practice.

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Connect With Dave Mullen:

About Dave Mullen:

Dave Mullen is Founding Partner & Principal of Altius Learning. Dave retired as a managing director at Merrill Lynch in 2007, where he personally hired, trained, and managed over 500 financial advisors over 27 years. He has worked with over 100 individual million-dollar and multimillion-dollar advisors, including five of Merrill Lynch’s top 30. His responsibilities included, Financial Advisor, Complex Manager, National Sales Manager and Managing Director.

During his management career, Dave was recognized numerous times for being one of Merrill Lynch’s top national managers. While at Merrill Lynch, his advisor training programs had a consistent success rate significantly higher than the industry average.

Dave founded LearnTactix, now called Altius Learning, in 2007 with the objective of creating training and coaching programs that would be career-changing experiences for participating advisors and managers. He is the author of three bestselling books: The Million Dollar Financial Services Practice (one of On Wall Street magazine’s top picks and a Top Five choice by AdvisorOne); The Million Dollar Advisor—Powerful Lessons and Proven Strategies from Top Producers (one of On Wall Street magazine’s top picks); and his new book The Million-Dollar Financial Advisor Team. He has been featured in Investment News and Smart Money magazines.

Dave holds a BA and MBA from the University of Georgia, and has attended the Executive Leadership Program at The Wharton School at University of Pennsylvania. Dave is an avid mountain bike rider and skier. He and his wife Cynthia have 4 children and reside in Denver, CO.

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#78 Maximize Your Referrals: The Secret to Becoming a Highly Referable Financial Advisor with Jeff Jackel

Client Experience & Loyalty, Creating Advocates, Education, Finance, Leadership, Marketing, Practice Management, Prospecting, Speaking, Top Advisors, , , , , , , , , , , , , , , , , , ,

Creating a memorable client experience is key to standing out in the competitive world of financial advising.

How can you automate thoughtfulness and build emotional connections to boost referrals?

In this episode, Referral Coach Bill Cates interviews Jeff Jackel, Chief Strategy Officer and Co-founder of Client Giant, to share his expertise on how financial advisors can enhance their referability through personalized client experiences. 

By tuning in, you’ll discover the power of “automated thoughtfulness” and how it can lead to exponential growth in client engagement and referrals.

Bill and Jeff discuss: 

  • The core mission of Client Giant and how it aims to foster personal relationships over transactional ones
  • The principles of creating remarkable and memorable client experiences
  • Success stories of financial advisors who have significantly increased their referrals and revenue by investing in personalized client touches
  • The innovative technology and strategies used by Client Giant to automate thoughtful gestures, leaving a lasting impact on clients
  • …And more!

Resources: 

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Connect With Jeff Jackel:

About Jeff Jackel:

Jeff Jackel is Co-Founder and Chief Strategy Officer of Client Giant, a tech-enabled client care and concierge service helping business owners and operators in the USA and Canada drive unparalleled repeat and referral business. 

Prior to this, Jeff was Co-Founder and CEO of Chatter Inc., a mobile technology company whose flagship product, BuzzMob (now Appletree) is a leading communication platform in education technology. 

With 15+ years creating and building businesses across a spectrum of competitive industries, Jeff has experience with every aspect from ideation to product development, capitalization, strategic planning, management, content marketing, social media and brand building.

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Ep. #4: Building a Financial Advisor Business Plan that Aligns with Your Ideal Life with Peter Oldziey CFP®

Education, Finance, Marketing, Speaking, , , , , , , ,

Most financial advisors get into this business to create freedom and flexibility in their lives. The problem is, very few actually achieve that. Instead, they are tied to their business. The business owns them.  Can you relate to the pain of this unhealthy scenario? If so, how do you create a financial advisor business plan that is actually in alignment with the life you WANT to lead?

In this episode, Referral Coach Bill Cates, CSP, CPAE is joined by Peter Oldziey CFP®, of Peter A. Oldziey & Associates. Peter discusses his vision for his ideal life and business, and how he executed a business plan that created both.

Peter discusses: 

  • What triggered his decision to pursue his dream business and ideal life. 
  • How he homed in on providing unique client experiences.
  • How his financial advisor business plan evolved into being “by-referral-only.” 
  • Why and how he used different forms of accountability to ensure his success.

Resources: 

Connect With Bill Cates:

About Our Guest:

Early in Peter Oldziey’s CFP® education career he realized he was an entrepreneur at heart and embarked on a career as a financial advisor. Peter has had his own practice in Dover, Delaware since 1986. Along with building a flourishing practice, Peter has put a high premium on professional development earning the designations of Chartered Financial Consultant (ChFC) in 1990 and CERTIFIED FINANCIAL PLANNER™ certificant in 2000.

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